All Sessions | Revenue Strategies


5:00 - 5:45 William McCrackenJorge G. MöllerDipti Kachru


Capturing and Serving the Wealth Management Client Today and Tomorrow


William McCracken
CEO, Synergystics Research Corporation

Jorge G. Möller
Executive Vice President and Director of the Retail Digital Segment, BBVA Compass

Dipti Kachru
Head of Marketing, Chase Wealth Management


Session Description

This presentation will focus on the wealth management client, how to sell to them, what they like and dislike and what they want next. The wealth management industry continues to be transformed. Some developments may have a radical impact on the economic model for client engagement. The struggle by wealth management providers to differentiate themselves in the marketplace has never been more apparent or more challenging.  Our observations will be based on recent HNW and mass affluent market research and experiential data from two large bank wealth management providers.


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